See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,682 | $30,732-13.2% | $59,496-55.2% | $59,632-55.3% |
| Participation rate | 45.2% | 43.2%+2.0pp | 54.6%-9.3pp | 68.7%-23.4pp |
| Annual return | -1.54% | 4.47%-6.0pp | 182.05%-183.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $528 | $631-16.3% | $1,153-54.2% | $2,203-76.0% |
| Participant deferral / active EE | $732 | $1,183-38.1% | $1,829-60.0% | $3,192-77.1% |
| Admin fee / account holder | $1,156 | $2,136-45.9% | $2,232-48.2% | $4,297-73.1% |